Amar N. Jhaveri

CRD 3090791 · Fidelity Brokerage Services LLC · Plainview, NY

IA RegisteredBroker

Also appears in the source record as: Amar Nabayan Jhaveri; Amar Narayan Jhaveri; Amar Jhaveri

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 63Series 65Series 24Series 7TOSIESeries 7
Registered states (10): Connecticut · Delaware · Florida · Hawaii · Massachusetts · Missouri · New Jersey · New York · South Carolina · Wyoming
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
Plainview, NY · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Glen Head, NY · BD capacity

May 17, 2023 → present
Fidelity Brokerage Services LLCCurrent
Plainview, NY · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 24, 2023 → Mar 31, 2025
Nuveen Securities, LLC
BD capacity

Jan 3, 2017 → Mar 30, 2020
Teachers Personal Investors Services, Inc.
BD capacity

Nov 4, 2015 → Dec 31, 2016
Tiaa-Cref Advice And Planning Services
IA capacity

Sep 20, 2011 → Nov 4, 2015
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Oct 29, 2009 → Nov 4, 2015
Raymond James Financial Services, Inc.
BD capacity

Aug 4, 2005 → Sep 2, 2009
Nfb Investment Services Corp.
BD capacity

Jan 3, 2005 → Aug 2, 2005
Greenpoint Securities LLC
BD capacity

Jan 2, 2004 → Jan 3, 2005
Essex National Securities, Inc.
BD capacity

Mar 27, 2001 → Jan 2, 2004

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3090791 ↗ FINRA BrokerCheck record for CRD 3090791 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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